MY PROFILE
About Us
OUR VISION
For over 30 years, Oliver’s Learning has provided core-curriculum education to financial service professionals, being the largest provider of the LLQP in Canada.
As we move away from traditional learning tools, our focus has shifted toward building customized digital dashboards with the sole objective of assisting our clients' training and licensing challenges in the financial industry. Our clients include banks, insurance firms, brokerages, fund companies, and wealth-management companies.
INNOVATION
We build loyalty by promoting continuous learning through customized innovative e-training solutions for our corporate clients in the financial services industry. Together with our clients, we work to customize unique e-training solutions through learning management systems (LMS), staying progressive in a rapid-development environment that will continue to be our major competitive advantage.
Oliver’s customized training solutions, both print and online, are grounded in the regulatory requirements of the industry and provide innovative solutions to our clients’ training and licensing challenges.
CE NETWORK INC.
In 2013, Oliver Publishing Institute acquired CE Network Inc., a leading provider of mandatory regulator-approved continuing education courses for real estate and financial service professionals. Under the Oliver Publishing Institute family, CE Network will continue to help financial professionals meet their post-licence CE requirements, providing the convenience of online learning for busy professionals.
The Oliver’s Learning experience
Oliver’s Learning provides dynamic interactive study tools and review products to maximize your performance in the industry exams.
STUDY NOTES
Summarized essentials in a convenient, easy-review format, utilizing advanced plain English and pedagogical methodologies to maximize learning and expedite review time.
CASE STUDIES
Interact with realistic case-study scenarios and learn how to evaluate, identify relevant information, problem-solve, and answer realistic questions to prepare you for AFP, WME® and CFP®
MOCK EXAMS
Questions are similar in style, format, & level of difficulty to the questions you will face on the industry exam. We even provide a feedback form you can use to access your strengths and weaknesses.
EXAM PREP
Realistic practice questions similar to what you will face on the exam. This is one of the best ways to prepare. There is no limit on the number of attempts.
Executive team
Robert and Dale lead the team at Oliver’s Learning. They both have extensive experience successfully building and marketing companies in the financial-services market and are entrepreneurial in spirit. Together, they are working to provide innovative learning solutions that advance as quickly as the market evolves.
Robert Gardias
President and CEO
Robert has over 20 years of experience developing innovative technological solutions to support financial professionals in Canada.
In 2000, Robert pioneered the first advisor web portal offered by a mutual fund company at Invesco Trimark (formerly AIM Trimark). Among its many features, this industry-leading site offered advisors the ability to compare all Canadian mutual funds. This strategy proved to be a transformative force in the marketplace.
As Senior Vice-President of Marketing at Dynamic Funds, Robert developed the next-generation advisor portal, which emphasized advisor education. It received the 2009 WebAward for Outstanding Achievement in Web Development as the #1 advisor site and continues to be considered the benchmark in the Canadian financial services industry.
Robert purchased Oliver’s Learning in 2011, where he continues to apply his expertise in financial-services education, coupled with his innovative spirit, to produce progressive learning management system solutions and content management for the financial industry.
Robert’s goal is to continue to build deep relationships and loyalty by helping our partners
R. Dale Oliver
Founder and Chairperson
Dale was a born entrepreneur, raised in a family of entrepreneurs. He started his first business at the age of 12 and at the age of 16, he made his first real estate purchase! Since then, he has founded, co-founded, or been a shareholder in close to 20 successful businesses.
Dale earned both his HBA and MBA from Western University’s prestigious Ivey Business School and upon graduation, spent some time on the faculty at Ivey. It wasn’t long before his passion for entrepreneurship prevailed and in 1983, Oliver Publishing was born.
Currently, Dale remains the chairperson of Oliver's Learning and continues to do what he is so passionate about: contributing to the growth and strategic development of the company that he founded and nurtured for many years.
Partners
Oliver’s presents an established record of accomplishment of working with the financial-services industry.
Our clients include banks, insurance firms, brokerages, fund companies, and wealth-management companies. Oliver’s customized training solutions, both print and online, are grounded in the regulatory requirements of the industry and provide innovative solutions to our clients’ training and licensing challenges. Together with our clients, we work to customize unique e-training solutions through learning management systems (LMS), staying progressive in a rapid-development environment that will continue to be our major competitive advantage.
Oliver’s supports the educational objectives of financial-services professionals and aspiring professionals.
Our course content and study-support materials simplify effective learning. Oliver’s has evolved into an innovative provider of core-curricula education in e-learning and print formats. We deal directly with financial institutions and license our materials to major community colleges.
